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AI Enhanced Client Portal
As we start our first year with an AI-enhanced client portal, we feel both excited and a bit nervous. Change isn’t always easy, but we’re approaching it with openness and care. Thank you for your patience and support as we learn and adapt—our goal is to make this transition smooth for everyone. A Step in the Digital World Taking a step into the digital world marks an exciting new chapter for our team. By adopting innovative technologies, we’re opening doors to greater efficie

client1stteam
3 days ago1 min read


1099 Filing Information
What is a 1099 Form? The 1099 form is a key document for freelancers, independent contractors, and anyone earning income outside of a traditional salary. When a business pays you $600 or more in a year for services, it must issue a 1099 form to report your earnings to the IRS. There are several types of 1099 forms, but the most common for self-employed individuals is the 1099-NEC. Why 1099s Matter Receiving a 1099 means you’re responsible for reporting that income on your tax

client1stteam
5 days ago1 min read
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